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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,225 | $52,279-95.7% | $89,435-97.5% | $79,856-97.2% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 23.20% | 22.16%+1.0pp | 245.55%-222.4pp | 31.71%-8.5pp |
| Employer contribution / active EE | $474 | $1,572-69.9% | $2,587-81.7% | $2,471-80.8% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $20 | $3,356-99.4% | $4,884-99.6% | $5,306-99.6% |